BCM

BTC Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.61M
3
+$5.17M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.84M
5
BND icon
Vanguard Total Bond Market
BND
+$3.61M

Top Sells

1
+$6.72M
2
+$6.62M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$5.81M
5
CSCO icon
Cisco
CSCO
+$5.52M

Sector Composition

1 Technology 21.93%
2 Financials 10.74%
3 Healthcare 8.07%
4 Consumer Discretionary 7.64%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$277K 0.03%
4,359
-30
202
$261K 0.02%
3,602
-198
203
$240K 0.02%
2,077
-30
204
$219K 0.02%
2,354
-32
205
$218K 0.02%
3,104
-235
206
$213K 0.02%
+825
207
$212K 0.02%
932
-79
208
$205K 0.02%
3,374
-245
209
$114K 0.01%
12,000
210
$32.2K ﹤0.01%
3,333
211
– –
-42,619
212
– –
-2,180
213
– –
-2,466
214
– –
-4,878
215
– –
-7,940
216
– –
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217
– –
-14,599
218
– –
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219
– –
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220
– –
-10,288
221
– –
-3,403
222
– –
-2,050
223
– –
-766
224
– –
-7,226
225
– –
-1,599
6 7 8
9
10